Downtown Investment Advisory will not only help you invest your assets, but will create a long term financial and investment plan that will be documented in an Investment Policy Statement. Most investment professionals skip this critical step. See the "How We Invest" tab for further detail.For Charitable FoundationsSince foundation directors have a fiduciary responsibility to preserve assets, follow the mission, and meet the needs of beneficiaries, implementing a professional investment plan is critical. An advisor will:

Create a long term investment plan that matches the foundation’s goals; this plan will be documented in an Investment Policy Statement that DIA develops jointly with the foundation leadership

Institutionalize the investment function to create an investment “road map” for future directors

Manage investments day-to-day, freeing up foundation directors & staff who may be too busy or lack expertise to handle these tasks

Implement a strategy that generates income while preserving assets

This website does not constitute a solicitation to purchase or sell any securities, nor is it intended to provide specific investment advice. Past performance is no guarantee of future performance. Please click here for further disclosure information and terms of use. Registration with the SEC does not imply that DIA, or any individual providing investment advisory services on behalf of DIA, possesses a certain level of skill or training.

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